EverSource Wealth Advisors’s Virtus Equity & Convertible Income Fund NIE Stock Holding History

EverSource Wealth Advisors’s Portfolio NIE Stock Details NIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-12	Closed	-$254	–	2610
2023 Q2	$254	Hold	12	–	–	﹤0.01%	2409
2023 Q1	$236	Hold	12	–	–	﹤0.01%	2304
2022 Q4	$219	Hold	12	–	–	﹤0.01%	2253
2022 Q3	$0	Buy	+12	New	+$267	﹤0.01%	2074

Other funds holding NIE

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EverSource Wealth Advisors's NIE Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of Virtus Equity & Convertible Income Fund (NIE) in Q3 2023, closing a stake of 12 shares — an estimated $254 sold.

EverSource Wealth Advisors first reported a position in NIE in Q3 2022 and held it in 4 quarters. The position peaked at $254 in Q2 2023. 71 funds tracked by Wall St. Rank hold NIE as of Q3 2023.

EverSource Wealth Advisors reported no remaining Virtus Equity & Convertible Income Fund position as of Q3 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 12 Virtus Equity & Convertible Income Fund shares in Q3 2023, an estimated $254.
EverSource Wealth Advisors first reported a position in Virtus Equity & Convertible Income Fund in Q3 2022 and held it in 4 quarters.
EverSource Wealth Advisors's Virtus Equity & Convertible Income Fund position peaked at $254 in Q2 2023.
71 funds tracked by Wall St. Rank held Virtus Equity & Convertible Income Fund as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.